Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$387K
- Other$381K
- Life$337K
- Short-term disability$337K
- Long-term disability$337K
- Vision$65K
Filings through .
Beacon Pointe Advisors, LLC
EIN 27-0636826financial servicesLatest filing 2025
Plans
2
Retirement
1
$87.4M assets
Health & Benefits
1
$833K premiums
Participants
1,437
24 CORPORATE PLAZA DRIVE, SUITE 150 - NEWPORT BEACH, CA 92660949-718-1600bpadvisors.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $833K premiums / 1,123 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BEACON POINTE 401(K) PLAN
401(k)
Assets$87.4M
Participants751
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BEACON POINTE HEALTH AND WELFARE BENEFIT PLAN
Mixed - DELTA DENTAL OF CALIFORNIA
Premiums$833K
Covered lives1,123
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BEACON POINTE 401(K) PLAN | 401(k) | $87.4M | 751 | 2025 |
- #001 · 401(k) · 2025751
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BEACON POINTE HEALTH AND WELFARE BENEFIT PLAN | Mixed | DELTA DENTAL OF CALIFORNIA | $833K | 1,123 | 2025 |
- #501 · Mixed · DELTA DENTAL OF CALIFORNIA · 20251,123
Retirement plans
Health & Benefits plans